Roland|Criss provides investment fiduciaries and fiduciary support organizations (Stewards, Advisors, Recordkeepers, and Managers) with unparalleled protection against regulatory and legal threats. Our fiduciary system - FiduciaryPLUS™ - drives successful retirement plan management by identifying risk exposures, upgrading management systems, monitoring service provider functions, and guiding fiduciary actions. Our FiduciaryPLUS™ solutions may be delivered under the Roland|Criss brand or in a private label arrangement with the partner organization. In either case, we are part of your service delivery team dedicated to mitigating risk and driving effective committee processes.

For AIFAs^® seeking to utilize our marketing, systems, and support services for the growing demand of CEFEX certifications.

from offering competing or conflicting services has enabled us to develop back-office relationships with Investment Advisors, Recordkeepers, and Investment Managers.

in the industry enables us to be a trusted advisor to trade associations and member organizations seeking to raise the standard of excellence from among their members, and within the industry at large.

provide credibility and the ability to communicate and deliver value to our partners’ clients.